- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis. + **Data Management** : Maintain… more
- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... * Respond to inquiries on existing funds from financial advisors and sales team * Maintain relationships with fund managers/administrators and develop financial … more
- Santander US (New York, NY)
- …You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their ... on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal… more
- Xerox (Albany, NY)
- …Friday, June 27, 2025 Working time Full-time Ref# 20036049 Job Level Manager without Direct Reports Job Type Experienced Job Field PROFESSIONAL SERVICES Seniority ... States ( Preferred Locations: Chicago, New York, Denver, Phoenix) **Department:** Sales & Technology Strategy **Reports To:** Chief Technology Officer/VP of… more
- Thruway Fasteners, Inc. (North Tonawanda, NY)
- …of managing their assigned customers; quoting, application questions, follow up, expediting, sales orders and sales returns. Adept at handling all customer ... proficiently and professionally. Customers view this person as their "trusted advisor ". Maintain strong relationships with customers + Proficiently at contract… more
- Mastercard (Harrison, NY)
- …counsel to the Mastercard Open Banking Americas team. The role will act as an advisor for Mastercard Open Banking's product and sales teams by partnering with ... risk assessment and analysis on matters including new product constructs, sales agreements and go-to-market strategies related to Mastercard's open banking products… more
- JPMorgan Chase (New York, NY)
- …solutions with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for ... to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams' chats to provide… more
- Acxiom (Albany, NY)
- …for continuous improvement. **Facilitate Cross-Functional Collaboration** * Act as a trusted advisor to client marketing, sales , and product teams, fostering ... marketing and ad campaigns, including those implemented via Adobe Audience Manager . * Define campaign objectives, timelines, deliverables, and governance structures… more
- IBM (New York, NY)
- …as a strategic asset to their broader Finance & Supply Chain Transformation journey. Sales Support and Delivery As trusted business advisor and lead, you will ... RFPs around SAP and Finance Transformation. This will be required for sales and go-to-market activities, including writing, and shaping proposals and presenting at… more
- JPMorgan Chase (New York, NY)
- …developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business related matters, ... including, but not limited to marketing, product development and sales /retention strategy. Most importantly, we believe in doing 'first class business in a… more